Calvert Short Duration Income FundCDSIX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.8B
Expense ratio
0.51%
1-year return
+3.0%
3 years, a year
+5.7%
5 years, a year
+3.1%
12-month yield
3.86%
Holdings
422
What it aims to do.
The Funds investment objective is to seek to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Morgan Stanley & Co. LLC | 6.58% |
| United States Treasury | 3.87% |
| Umbs, Tba | 3.66% |
| United States Treasury | 3.02% |
| JPMorgan Chase & Co | 1.28% |
| BAC Bank Of America Corp | 1.16% |
| JOBY Nykredit Realkredit A/S | 1.11% |
| Umbs, Tba | 0.95% |
| United States Treasury | 0.90% |
| Bank Of America Corp | 0.80% |
More on CDSIX.
- CDSIX overview
- CDSIX holdings
- CDSIX risk
- CDSIX costs
- CDSIX money in and out
- CDSIX share classes
- Compare CDSIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.